Member Service Representative

Flcu; Town of Florida (NY); On-site; USD 40,000 - 48,000; Full time

Benefits offered by this job

Dynamic team environment

Extensive training

Exceptional benefits

Career growth

Job summary

Florida Credit Union is seeking a motivated Member Service Representative to help members meet their financial goals with personalized solutions while upholding our policies.

You will conduct loan interviews, assess applications, explain options, cross-sell services, and process memberships and checking accounts, all while ensuring accuracy and regulatory compliance.

Qualifications

• High school diploma or GED with 1-3 years of related experience.

Responsibilities

• Conduct loan interviews and gather credit history to tailor financial solutions.

Skills

Communication skills

Loan interview techniques

Sales / cross-selling

Regulatory compliance knowledge

Education

High school diploma or GED

Job description

Are you a motivated individual who thrives on helping others and finding creative financial solutions? As our Member Service Representative, you'll be the go-to person for our members' financial needs, offering personalized solutions while adhering to our credit union’s policies and goals.

Your Key Responsibilities:

• Conduct engaging loan interviews and gather essential credit history to tailor financial solutions to our members’ needs.
• Assess loan applications by evaluating assets, liabilities, and credit experiences, and guide members through our loan procedures.
• Clearly communicate loan alternatives, credit criteria, and documentation to ensure members feel informed and confident.
• Cross-sell additional credit union services and provide expert advice to enhance members’ financial well-being.
• Process a range of financial services, including membership applications, checking accounts, IRAs, and more.
• Address member inquiries and resolve any issues, ensuring accuracy and compliance with all regulations.
• Adhere to OFAC and Bank Secrecy Act requirements to maintain the highest standards of compliance.

What We're Looking For:

• A high school diploma or GED combined with 1-3 years of related experience, or an equivalent mix of education and hands-on experience.

At Florida Credit Union, our mission is clear: to enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you’re not just starting a new job; you’re joining a vibrant community dedicated to making a positive impact. We pride ourselves on fostering a dynamic, collaborative work environment where every team member is valued and supported.

Why You'll Love Working with Us

• Dynamic Team Environment: Work in a supportive and collaborative atmosphere where your ideas and contributions are valued.
• Extensive Training: Receive comprehensive training to ensure you’re set up for success from day one.
• Exceptional Benefits: Enjoy a competitive benefits package designed with your well-being in mind.
• Career Growth: Explore numerous opportunities for professional development and advancement within our organization.

Ready to Make a Difference?